Team Management

Managing Your Team and Staff Accounts

Add team members, set permissions, and let each person manage their own schedule.

Whether you are a solo professional or run a team of ten, Bookwize makes it easy to manage your staff. Each team member gets their own schedule, assigned services, and availability — and clients can choose who they want to book with.

Adding a Staff Member

You can add staff during the onboarding wizard or at any time from the Staff section in your dashboard.

Step 1: Open the Staff Page

Click Staff in the left sidebar, then click Add Staff. You will see a form to enter the new team member's details.

Step 2: Enter Their Details

Fill in the staff member's name, email address, and role. The email is important — it is used for their login credentials and for receiving booking notifications.

Step 3: Assign Services

Select which services this staff member offers. For example, one stylist might do haircuts and colour, while another only does blowouts and treatments. Clients will only see available staff for the service they choose.

Step 4: Save and Send Welcome Email

When you save the new staff member, a welcome email is sent to their address with login credentials. They can then sign in and view their own bookings and schedule.

Understanding Roles and Permissions

Bookwize has three roles, each with different levels of access:

Give each team member only the access they need. Staff members see their own bookings, managers see everything, and only owners can change billing and account settings.

What Each Staff Member Gets

Every staff member in Bookwize has their own:

Buffer Times Between Appointments

Need a few minutes between appointments for cleanup, setup, or a quick break? You can set buffer times for each staff member. For example, a 15-minute buffer after each appointment ensures your team is never rushed and clients are never kept waiting.

How Clients See Your Staff

On your public booking page, clients first choose a service, then see which staff members offer that service. They can pick their preferred person or choose "Any Available" to book the first open time slot. Each staff member's name and photo are displayed, making it easy for returning clients to book with the same person.

For a full walkthrough of the client booking experience, see our guide on how clients book appointments on your page.

Pro Tip: Upload a professional photo for each staff member. Clients are more likely to book when they can see who they will be meeting. It builds trust and adds a personal touch to your booking page.

Managing Your Growing Team

As your business grows, you can add more staff members at any time. If someone leaves your team, you can remove their account — their past booking history stays in your records. Keep in mind that the free trial includes one staff member. To add more, you will need to upgrade your plan.

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